School district business is our expertise. With more than 30 attorneys dedicated to advising public agencies on the complex array of issues encountered while conducting their operations, Lozano Smith is prepared to share our knowledge gained in preparing thousands of contracts and helping school districts build hundreds of facilities. The business of schools is vast - from daily vendor contracts, to budgeting and revenue generation, our attorneys routinely advise on and advocate for school districts. Equally, Lozano Smith provides counsel and support on all aspects of real property and facilities issues. When a novel issue presents itself, we work closely with our clients to develop creative, efficient and effective solutions. And, if a contract is challenged or a construction project goes awry, our litigation team has a proven track record of success.

Lozano Smith Facilities and Business Practice Group specializes in:

Business

  • Budgeting Issues, Funding Disputes & Audit Appeals
  • Procurement of Supplies and Services
  • Contract Development and Review
  • Energy Issues
  • Public Finance including Bond Counsel Services
  • Technology Procurement and Contracting

Facilities

  • Bidding, Bid Challenges and Alternative Project Delivery
  • Selecting and Contracting with Construction Professionals
  • Construction Contract Development and Administration
  • Prevailing Wage and Project Labor Agreements
  • Construction Advice & Litigation
  • California Environmental Quality Act (CEQA) Compliance
  • Developer Fees and School Facilities Mitigation
  • Prop. 39 Procurement and Contracting
  • Americans with Disabilities Act (ADA)
  • State Funding and the School Facilities Program
  • Joint Facilities Use

Real Property

  • Land Acquisition - Purchase and Exchange
  • Due Diligence Issues including CDE Approval and Resolution of Title Exceptions
  • Eminent Domain
  • Land Use and Zoning Issues
  • Leases, Easements and Other Property Interests
  • Charter School Facilities and Prop. 39 Offers
  • Surplus Property Disposition
Sacramento, San Diego dmaruccia@lozanosmith.com
James  Sanchez Senior Counsel
Fresno, Monterey jsanchez@lozanosmith.com
Fresno, Sacramento, Bakersfield jbehrens@lozanosmith.com
Los Angeles, San Diego tsims@lozanosmith.com
Los Angeles, Mission Viejo wcurley@lozanosmith.com

Know Your Role, Know Your Risk Local Governments Maintain Aesthetic Control Over Their Rights Of Way

By:William Curley III, Lauren Kawano -

June 2019Number 29A public agency's right to enforce reasonable aesthetic criteria on telecommunications installations is a valid exercise of power. So says the California Supreme Court in its recent ruling inT-Mobile West LLC v. City and County of San Francisco (T-Mobile) (April 4, 2019, S238001) __ Cal. __. In a long-awaited decision by local governments and wireless carriers alike, the court held that local government ordinances requiring aesthetic guidelines for equipment erected by wirel...

Appellate Court Concludes That Public Entities May Initiate Substitution Of A Subcontractor

By:Arne Sandberg, Alyse Pacheco Nichols -

June 2019Number 25In Synergy Project Management, Inc. v. City and County of San Francisco, certified for publication on March 14, 2019, the California Court of Appeal concluded that awarding agencies, like prime contractors, have the power to request substitution of a subcontractor under Public Contract Code section 4107 (hereafter referred to as Section 4107).BackgroundThe City and County of San Francisco (City) had awarded a contract to Ghilotti Bros., Inc. (Ghilotti) for a major renovation...

“Limited Due Process” Appropriate For Subcontractor Substitution Hearings

By:Ruth Mendyk, Wesley Carlson -

June 2019Number 26The California Court of Appeal recently outlined an appropriate level of due process required for a subcontractor substitution hearing. In JMS Air Conditioning and Appliance Service, Inc. v. Santa Monica Community College District (2018) 30 Cal.App.5th 945, the court found that the hearing process used by the Santa Monica Community College District (College) provided the "limited due process" required for a substitution hearing. The JMS AirConditioning decision provides guid...

Know Your Role, Know Your Risk

By:Claudia Weaver, Wesley Carlson -

June 2019Number 28A Civic Center Act provision that allocates liability between a school district and the users of school facilities means what it says, according to a recent decision by the California Court of Appeal. In Grossman v. Santa Monica-Malibu Unified School District, the court found the district was not liable for injuries suffered by a parent-attendee at a carnival held by a booster group at one of the district's schools. The court also highlighted the statute's intent that school...

Schools And Public Agencies Face A Rise In Digital Copyright Infringement Claims For Use Of Protected Photos

By:Harold Freiman -

April 2019Number 19Cease and desist letters alleging copyright infringement for the unauthorized use of digital photos-along with demands for settlement payments ranging from hundreds to tens of thousands of dollars-are being sent to public agencies. This trend seems to be on the rise, whether it is a journalism student's use of a photo for the online student newspaper, or a social media manager's use of a graphic for the agency's Facebook feed. Although the initial demands can be quite high,...

Records Owned And Held By A Third Party Are Not Public Records Even If A Public Agency Has A Right To Access Such Records

By:Harold Freiman, Jessica Mejorado -

March 2019Number 16A recent California appellate court ruling has clarified the reach of the California Public Records Act (CPRA). InAnderson-Barker v. City of Los Angeles, the Second District Court of Appeal held that records in the possession of a third party contractor under a contract with the City of Los Angeles were not subject to the CPRA where the city had access to but did not actually possess or control the records.BackgroundIn Anderson-Barker, the plaintiff sought to compel the cit...

Lay Opinions May Trigger The Need For An Environmental Impact Report

By:Kelly Rem -

February 2019Number 12A California appellate court has ruled that lay public opinions on nontechnical issues concerning a project's size and general appearance can provide substantial evidence of environmental impact, triggering the need to prepare an environmental impact report (EIR) under the California Environmental Quality Act (CEQA).The California Environmental Quality ActCEQA generally requires public agencies to identify potentially significant impacts of projects they carry out or app...

Representative Cases

Lozano Smith was part of the team representing Los Angeles Unified School District in Williams v. State of California, a massive statewide class action involving alleged conditions in public schools including alleged inequalities in school facilities, instructional materials and teachers, particularly at underperforming schools that were already the subject of various state and federal categorical programs.
Clovis Unified School District v. Chiang (2010) 188 Cal.App.4th 794. Assisted eleven school districts with invalidating audits of several state mandated cost reimbursement claims worth more than $30 million, based upon the use of invalid, underground auditing documentation rule by the State Controller’s Office. The firm was later able to receive an award of $240,000 from the superior court for fees and costs incurred in the litigation efforts, largely offsetting the school districts’ legal costs in the case.
Oak Grove Elementary School District v. George W. Putris, as Tax Collector for the County of Santa Clara, Santa Clara County Superior Court Case No. 114CV261473. Represented the District in a complex matter related to a parcel tax authorized by the District's Board and approved by voters in 1991. The District returned to the voters every four years to re-obtain approval to increase the appropriations limit to spend tax revenues, but uncertainty loomed in 2014 regarding whether the District still had authority to collect taxes in 2014 after not needing to increase the annual appropriations limit that same year. The County Tax Collector was unclear whether it still had the authority to collect the taxes, therefore leading to Lozano Smith filing a lawsuit on behalf of the District seeking a peremptory writ of mandate commanding the County Tax Collector to collect parcel taxes. The lawsuit resulted in a stipulated judgment issuing a peremptory writ of mandate commanding the Tax Collector to collect the parcel tax.
Morgan Hill Unified School District v. Minter & Fahy Construction Company, Inc. et al., Santa Clara County Superior Court, Case No. CV772368 (2002-2003). As part of a three week jury trial, successfully represented the school district against contractor and pipe manufacturer arising from underground fuel storage tank that leaked, and obtained judgment in excess of $2 million including interest and attorney’s fees. *Case handled by a current Lozano Smith attorney prior to their employment at Lozano Smith.
Modtech Holdings v. Pajaro Valley Unified School District. On two separate elementary school projects totaling $4 million, the District withheld substantial sums to cover damages caused the contractor. One project under the control of the contractor had a fire, with the contractor refusing to compensate the District. The other project suffered construction deficiencies in the stucco and roof. The contractor sued for improper withholding and the District cross-complained for additional damages, resulting in a $1 million dispute. After discovery and expert investigation revealed additional claims for the District, the case resolved very favorably for the District a few months short of trial.
R. Baker, Inc. v. Coast Unified School District. A school district was subject to multi-million dollar design, delay and defect claims related to construction of a new elementary school located in the Coastal Zone. The project also suffered from an inadequate Storm Water Pollution Prevention Plan (SWPPP), thus causing the school district to be fined in excess of $300,000. The litigation settled favorably for the District at mediation.
Mountain Cascade v. Santa Clara Valley Water District. The District entered a contract with the plaintiff to install a recycled water pipeline. As part of the original plans and specifications, the contract also called for the additional installation of fiber optic conduits. However, after award the District deleted the fiber optic work from the project since the bid on that line item was excessive. The District then added back a small portion of the fiber optic work that was within the budget. The contractor sued the District for lost profits based on the deleted work. Our attorney won summary judgment for the District based on the broad right to add and delete work, and successfully defended the decision on appeal.
Pajaro Valley USD v. Westchester Surplus Lines Insurance Co., et al. Due to a combination of construction and architectural roof design defects, a new district school was infected with mold throughout its buildings. Lozano Smith attorneys successfully represented the school district in recovering in excess of $3 million for remedial efforts and new construction from litigation prosecuted against the general contractor, architect, and insurer on the district insurance risk policy.
Teichert Construction v. City of Stockton, et al. During a $15 million dual grade separation project, the contractor and one of its subcontractors submitted claims of more than $3 million based on delay. Despite many issues of delay caused by utilities and railroad companies, the case settled favorably at pre-discovery mediation for under $1 million despite a significant number of delay days for which the City had to take responsibility.
Anderson Union High School District v. Shasta Secondary Home School (2016) 4 Cal.App.5th 262. Lozano Smith successfully argued, in a case of first impression, that the geographic and site limitations of the Charter Schools Act (Ed. Code, § 47600 et seq.) are applicable to all charter schools, including “nonclassroom-based” programs.